David Knafo is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its financial planning process.

Domenico Timpani is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill and E*Trade Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Mark Mccooey is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves as a board member of the Westchester Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and diverse investment services.

Yunjin Lee is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Lee holds Series 63 and Series 65 licenses and is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Victor Shedlin is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by proprietary tools and research.

Charlotte Moore is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and UBS. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Carolyn Collins is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with eight years of industry experience. She previously worked at New Street Research, LLC and served as a board member at Plum Print, Inc., a publishing and online retail company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Christopher Lamberto is a financial advisor at Morgan Stanley Wealth Management with six years of industry experience. He holds the Series 65 and Series 63 credentials. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Seven Points Capital, as well as a position at Adelphi University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Francesco Balducci Sernaglia is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is a manager of SUL FUOCO LLC, a company that passively holds shares in a pizza business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and corporate financial planning agreements.

Christopher Hart is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and GAMCO Asset Management. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools without delivering individual security recommendations as part of standalone plans.

Lei Bely Cheng is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Citizens Securities, Citizens Bank, First Republic Securities Company, First Republic Bank, and Credit Suisse AG. She is a business advisor for VCV Digital Solutions, offering guidance on leadership soft skills and strategy, and serves as a community lead for Angel Squad Co, organizing events for a network of angel investors in New York City. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Frederick Pazmino is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. He is based in New York, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers comprehensive services including estate planning and investment advisory solutions.

Michael Simonds is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Merrill for 16 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory services.

Edmund Debler is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

Lechen Zhang is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Zhang held roles at Columbia University, Procure Analytics, China Citic Bank International Limited, and Georgia Institute of Technology. Outside of advisory work, Zhang is involved as an officer in Blue Ocean Housing LLC, a company engaged in accounting and bookkeeping activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by firm-approved planning tools and investment models.

Andrew Peerboom is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Unitel Group, LPL Enterprise, and The Prudential Insurance Company of America. Prior to his career in finance, he spent several years in full-time education and worked at Clear Choice Pools and Spa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through Corporate Financial Planning agreements with employers.